DFIN logo
Donnelley Financial Solutions, Inc.(DFIN)
$48.03—

Institutional Ownership

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Top 347 Institutional Holders
HolderSharesDateChange% Held
Versant Capital Management, Inc315Sep 30, 26-140.00%
BlackRock, Inc.3.94MJun 30, 26-57.73K16.02%
STATE STREET CORP1.20MJun 30, 26+39.57K4.88%
VANGUARD CAPITAL MANAGEMENT LLC1.06MJun 30, 26-57.96K4.30%
Alberta Investment Management Corp1.05MJun 30, 26+200.00K4.28%
MORGAN STANLEY820.80KJun 30, 26-127.82K3.34%
RICE HALL JAMES & ASSOCIATES, LLC775.12KJun 30, 26-4.92K3.15%
DIMENSIONAL FUND ADVISORS LP699.08KJun 30, 26+12.75K2.84%
GEODE CAPITAL MANAGEMENT, LLC633.81KJun 30, 26+7.39K2.58%
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC631.93KJun 30, 26+86.45K2.57%
FULLER & THALER ASSET MANAGEMENT, INC.629.25KJun 30, 26+166.58K2.56%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP562.52KJun 30, 26+490.61K2.29%
Qube Research & Technologies Ltd530.23KJun 30, 26+423.45K2.16%
ALGERT GLOBAL LLC529.98KJun 30, 26+252.38K2.16%
VANGUARD PORTFOLIO MANAGEMENT LLC516.41KJun 30, 26+13.75K2.10%
Boston Trust Walden Corp449.16KJun 30, 26-17.92K1.83%
ROYCE & ASSOCIATES LP434.27KJun 30, 26-14.68K1.77%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC429.26KJun 30, 26-3.66K1.75%
Sixth Street Partners Management Company, L.P.429.26KJun 30, 26+429.26K1.75%
SHAPIRO CAPITAL MANAGEMENT LLC425.42KJun 30, 26-22.97K1.73%
FRONTIER CAPITAL MANAGEMENT CO LLC419.47KJun 30, 26-234.35K1.71%
NORTHERN TRUST CORP397.33KJun 30, 26-21.35K1.62%
Ophir Asset Management Pty Ltd368.19KJun 30, 26+259.53K1.50%
Mawer Investment Management Ltd.347.16KJun 30, 26-76.55K1.41%
GOLDMAN SACHS GROUP INC333.16KJun 30, 26-81.15K1.36%
JPMORGAN CHASE & CO330.06KJun 30, 26-5.11K1.34%
Access Investment Management LLC306.31KJun 30, 26+72.47K1.25%
LOOMIS SAYLES & CO L P303.17KJun 30, 26-11.36K1.23%
AQR CAPITAL MANAGEMENT LLC201.09KJun 30, 26+128.19K0.82%
VANGUARD FIDUCIARY TRUST CO175.78KJun 30, 26-4.71K0.71%
Bank of New York Mellon Corp141.48KJun 30, 26-4.91K0.58%
D. E. Shaw & Co., Inc.136.26KJun 30, 26-28.82K0.55%
BANK OF AMERICA CORP /DE/133.69KJun 30, 26-10.80K0.54%
Russell Investments Group, Ltd.126.90KJun 30, 26+18.87K0.52%
PRINCIPAL FINANCIAL GROUP INC121.81KJun 30, 26-7.69K0.50%
Marathon Asset Management Ltd120.80KJun 30, 26-33.65K0.49%
FRANKLIN RESOURCES INC119.59KJun 30, 26+39.83K0.49%
Invesco Ltd.106.95KJun 30, 26-2.56K0.44%
JANE STREET GROUP, LLC98.50KJun 30, 26-46.43K0.40%
UBS Group AG97.97KJun 30, 26-48.35K0.40%
Bridge City Capital, LLC89.06KJun 30, 26+20.60K0.36%
PRUDENTIAL FINANCIAL INC86.27KJun 30, 26+22.59K0.35%
PUBLIC SECTOR PENSION INVESTMENT BOARD85.85KJun 30, 26-9.13K0.35%
ExodusPoint Capital Management, LP84.68KJun 30, 26+63.65K0.34%
Nuveen, LLC78.93KJun 30, 26-3.02K0.32%
AMERIPRISE FINANCIAL INC78.92KJun 30, 26+32.24K0.32%
ISTHMUS PARTNERS, LLC76.46KJun 30, 26+3.56K0.31%
Inspire Investing, LLC73.14KJun 30, 26+26.99K0.30%
Villanova Investment Management Co LLC73.05KJun 30, 26+24.76K0.30%
Cresset Asset Management, LLC69.34KJun 30, 26+4.25K0.28%
GLOBEFLEX CAPITAL L P68.49KJun 30, 26--0.28%
UBS ASSET MANAGEMENT AMERICAS INC67.45KJun 30, 26-9.97K0.27%
WINTON GROUP Ltd67.06KJun 30, 26+67.06K0.27%
RHUMBLINE ADVISERS63.23KJun 30, 26-10.94K0.26%
Creative Planning62.97KJun 30, 26+14.33K0.26%
Janney Montgomery Scott LLC58.12KJun 30, 26+1.43K0.24%
MILLENNIUM MANAGEMENT LLC57.21KJun 30, 26+18.76K0.23%
Legal & General Group Plc55.77KJun 30, 26-6.22K0.23%
XTX Topco Ltd54.53KJun 30, 26+49.99K0.22%
FMR LLC53.02KJun 30, 26+44.85K0.22%
Fisher Asset Management, LLC52.26KJun 30, 26-5680.21%
ASSETMARK, INC51.23KJun 30, 26-1.94K0.21%
Man Group plc48.59KJun 30, 26-3.41K0.20%
PRICE T ROWE ASSOCIATES INC /MD/48.10KJun 30, 26+5.42K0.20%
Swiss National Bank46.20KJun 30, 26-3.70K0.19%
MONIMUS CAPITAL MANAGEMENT, LP44.81KJun 30, 26+44.81K0.18%
KING LUTHER CAPITAL MANAGEMENT CORP43.52KJun 30, 26-45.46K0.18%
Anderson Financial Strategies, LLC42.97KJun 30, 26+42.97K0.17%
HARBOR CAPITAL ADVISORS, INC.41.80KJun 30, 26+4.30K0.17%
NEW YORK STATE TEACHERS RETIREMENT SYSTEM38.84KJun 30, 26-2.42K0.16%
DEUTSCHE BANK AG\38.09KJun 30, 26+1.66K0.15%
LAZARD ASSET MANAGEMENT LLC37.20KJun 30, 26+37.20K0.15%
WEDGE CAPITAL MANAGEMENT L L P/NC36.15KJun 30, 26+9.99K0.15%
FIRST TRUST ADVISORS LP35.84KJun 30, 26+3.70K0.15%
ACADIAN ASSET MANAGEMENT LLC33.68KJun 30, 26+32.32K0.14%
SG Americas Securities, LLC33.43KJun 30, 26+1.90K0.14%
AMERICAN CENTURY COMPANIES INC33.23KJun 30, 26+21.13K0.14%
NEW YORK STATE COMMON RETIREMENT FUND31.50KJun 30, 26+5.60K0.13%
Numerai GP LLC30.21KJun 30, 26+12.26K0.12%
ALLIANCEBERNSTEIN L.P.29.39KJun 30, 26-150.12%
VIRGINIA RETIREMENT SYSTEMS ET AL29.20KJun 30, 26+13.00K0.12%
TEACHER RETIREMENT SYSTEM OF TEXAS29.06KJun 30, 26+29.06K0.12%
MARTINGALE ASSET MANAGEMENT L P28.82KJun 30, 26+16.61K0.12%
Engineers Gate Manager LP27.25KJun 30, 26+14.00K0.11%
Y-Intercept (Hong Kong) Ltd26.34KJun 30, 26+26.34K0.11%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM26.15KJun 30, 26-9.54K0.11%
Aquatic Capital Management LLC23.18KJun 30, 26+18.46K0.09%
WELLS FARGO & COMPANY/MN23.13KJun 30, 26+13.36K0.09%
PNC FINANCIAL SERVICES GROUP, INC.22.82KJun 30, 26-1640.09%
GREAT WEST LIFE ASSURANCE CO /CAN/21.02KJun 30, 26-1.13K0.09%
Jump Financial, LLC20.96KJun 30, 26+20.96K0.09%
BANK OF MONTREAL /CAN/20.84KJun 30, 26+1300.08%
Allspring Global Investments Holdings, LLC20.53KJun 30, 26-44.46K0.08%
Quantinno Capital Management LP20.14KJun 30, 26-3.85K0.08%
FIFTH THIRD BANCORP20.13KJun 30, 26-1.61K0.08%
TWO SIGMA INVESTMENTS, LP19.93KJun 30, 26-23.67K0.08%
CANADA PENSION PLAN INVESTMENT BOARD19.60KJun 30, 26+12.30K0.08%
CITIGROUP INC19.00KJun 30, 26+14.37K0.08%
CITADEL ADVISORS LLC18.69KJun 30, 26+2.74K0.08%
HRT FINANCIAL LP18.67KJun 30, 26+18.67K0.08%
JAMES INVESTMENT RESEARCH INC17.36KJun 30, 26--0.07%
State of Alaska, Department of Revenue16.90KJun 30, 26-4.98K0.07%
Pathstone Holdings, LLC16.77KJun 30, 26-9090.07%
VANGUARD ASSET MANAGEMENT, Ltd16.76KJun 30, 26--0.07%
OP Asset Management Ltd16.43KJun 30, 26+16.43K0.07%
THRIVENT FINANCIAL FOR LUTHERANS16.41KJun 30, 26-1.22M0.07%
Vident Advisory, LLC15.76KJun 30, 26+15.76K0.06%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC15.30KJun 30, 26+2.70K0.06%
ENVESTNET ASSET MANAGEMENT INC15.01KJun 30, 26-2.01K0.06%
Illinois Municipal Retirement Fund14.86KJun 30, 26+1.10K0.06%
Brevan Howard Capital Management LP14.31KJun 30, 26+6.20K0.06%
BOKF, NA14.00KJun 30, 26+4.26K0.06%
RAYMOND JAMES FINANCIAL INC13.89KJun 30, 26-6530.06%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13.86KJun 30, 26-3.05K0.06%
MetLife Investment Management, LLC13.84KJun 30, 26--0.06%
State of Tennessee, Treasury Department12.85KJun 30, 26+6.71K0.05%
Jupiter Topco LLC12.78KJun 30, 26+12.78K0.05%
ALLSTATE CORP12.59KJun 30, 26+12.59K0.05%
Mariner, LLC12.41KJun 30, 26+4.89K0.05%
Quadrature Capital Ltd12.35KJun 30, 26+1.33K0.05%
Legato Capital Management LLC12.20KJun 30, 26-6.11K0.05%
Freestone Grove Partners LP11.73KJun 30, 26+11.73K0.05%
State of Wyoming11.53KJun 30, 26+2.21K0.05%
Quantbot Technologies LP11.50KJun 30, 26+11.50K0.05%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.11.45KJun 30, 26-5220.05%
Zurcher Kantonalbank (Zurich Cantonalbank)11.44KJun 30, 26--0.05%
Squarepoint Ops LLC11.26KJun 30, 26+4.72K0.05%
Louisiana State Employees Retirement System10.90KJun 30, 26-9000.04%
MANUFACTURERS LIFE INSURANCE COMPANY, THE10.60KJun 30, 26-6350.04%
Mitsubishi UFJ Trust & Banking Corp10.58KJun 30, 26+10.58K0.04%
NorthCrest Asset Manangement, LLC10.11KJun 30, 26+1750.04%
Vanguard Global Advisers, LLC9.96KJun 30, 26-9900.04%
Vinva Investment Management Ltd9.49KJun 30, 26+9.49K0.04%
RITHOLTZ WEALTH MANAGEMENT8.58KJun 30, 26-1.37K0.03%
EP Wealth Advisors, LLC8.55KJun 30, 26+8.55K0.03%
Liontrust Investment Partners LLP7.91KJun 30, 26--0.03%
FIRST CITIZENS BANK & TRUST CO7.81KJun 30, 26-780.03%
Envestnet Portfolio Solutions, Inc.7.50KJun 30, 26-700.03%
Lido Advisors, LLC7.38KJun 30, 26+1.05K0.03%
Police & Firemen's Retirement System of New Jersey7.36KJun 30, 26--0.03%
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM7.08KJun 30, 26--0.03%
EXCHANGE TRADED CONCEPTS, LLC6.95KJun 30, 26+2.01K0.03%
Assenagon Asset Management S.A.6.90KJun 30, 26--0.03%
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY6.80KJun 30, 26--0.03%
ZACKS INVESTMENT MANAGEMENT6.75KJun 30, 26+6.75K0.03%
YOUSIF CAPITAL MANAGEMENT, LLC6.72KJun 30, 26-3240.03%
AMALGAMATED BANK6.71KJun 30, 26-9030.03%
EntryPoint Capital, LLC6.70KJun 30, 26+6.70K0.03%
MERCER GLOBAL ADVISORS INC /ADV6.66KJun 30, 26-2630.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP6.45KJun 30, 26-3.64K0.03%
Arizona State Retirement System6.36KJun 30, 26-5630.03%
Jain Global LLC6.18KJun 30, 26+6.18K0.03%
Vanguard Investments Australia, Ltd.6.15KJun 30, 26--0.03%
Universal- Beteiligungs- und Servicegesellschaft mbH6.08KJun 30, 26+4420.02%
INTECH INVESTMENT MANAGEMENT LLC6.05KJun 30, 26-4540.02%
Graham Capital Management, L.P.6.01KJun 30, 26+6.01K0.02%
Steward Partners Investment Advisory, LLC5.96KJun 30, 26+5.96K0.02%
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS5.92KJun 30, 26-6380.02%
KLP KAPITALFORVALTNING AS5.90KJun 30, 26--0.02%
SEI INVESTMENTS CO5.81KJun 30, 26-2.97K0.02%
MARSHALL WACE, LLP5.80KJun 30, 26-5.60K0.02%
OREGON PUBLIC EMPLOYEES RETIREMENT FUND5.69KJun 30, 26-4000.02%
Cerity Partners LLC5.11KJun 30, 26-2910.02%
SCOGGIN MANAGEMENT LP5.00KJun 30, 26+5.00K0.02%
BARCLAYS PLC4.98KJun 30, 26+2280.02%
VOYA INVESTMENT MANAGEMENT LLC4.85KJun 30, 26+2090.02%
BNP PARIBAS ARBITRAGE, SNC4.34KJun 30, 26-1.18K0.02%
LSV ASSET MANAGEMENT3.70KJun 30, 26--0.02%
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO2.95KJun 30, 26-292.32K0.01%
Ameritas Investment Partners, Inc.2.22KJun 30, 26--0.01%
SRS Capital Advisors, Inc.1.85KJun 30, 26+1.75K0.01%
ROYAL BANK OF CANADA1.68KJun 30, 26-3.07K0.01%
Ensign Peak Advisors, Inc1.65KJun 30, 26-500.01%
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.1.50KJun 30, 26--0.01%
Rockefeller Capital Management L.P.1.39KJun 30, 26-970.01%
North Star Investment Management Corp.1.36KJun 30, 26--0.01%
Tower Research Capital LLC (TRC)1.25KJun 30, 26-8340.01%
HUNTINGTON NATIONAL BANK996Jun 30, 26-2820.00%
KBC Group NV969Jun 30, 26--0.00%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO822Jun 30, 26-100.94K0.00%
Ronald Blue Trust, Inc.817Jun 30, 26+1740.00%
TD PRIVATE CLIENT WEALTH LLC753Jun 30, 26--0.00%
Keating Financial Advisory Services, Inc.684Jun 30, 26-380.00%
BNP Paribas Asset Management Holding S.A.676Jun 30, 26+600.00%
Smartleaf Asset Management LLC656Jun 30, 26--0.00%
NISA INVESTMENT ADVISORS, LLC612Jun 30, 26+820.00%
US BANCORP \DE\604Jun 30, 26+1840.00%
SALEM INVESTMENT COUNSELORS INC603Jun 30, 26--0.00%
SIGNATUREFD, LLC555Jun 30, 26+3930.00%
Pinnacle Wealth Planning Services, Inc.516Jun 30, 26-5310.00%
Integrated Wealth Concepts LLC480Jun 30, 26+4800.00%
ADVISOR GROUP HOLDINGS, INC.432Jun 30, 26+2100.00%
Cedar Mountain Advisors, LLC385Jun 30, 26--0.00%
Smithfield Trust Co350Jun 30, 26--0.00%
McMillan Office, Inc.325Jun 30, 26--0.00%
Allworth Financial LP273Jun 30, 26-820.00%
HANTZ FINANCIAL SERVICES, INC.245Jun 30, 26-9840.00%
Covestor Ltd241Jun 30, 26+1030.00%
EverSource Wealth Advisors, LLC233Jun 30, 26+1150.00%
WealthCollab, LLC221Jun 30, 26--0.00%
MATHER GROUP, LLC.205Jun 30, 26--0.00%
Essential Partners LLC197Jun 30, 26+760.00%
Nykredit A/S184Jun 30, 26+1840.00%
CALDWELL SUTTER CAPITAL, INC.183Jun 30, 26--0.00%
Sterling Capital Management LLC181Jun 30, 26-1740.00%
Caitong International Asset Management Co., Ltd178Jun 30, 26+1770.00%
SBI Securities Co., Ltd.172Jun 30, 26--0.00%
LOS ANGELES CAPITAL MANAGEMENT LLC159Jun 30, 26--0.00%
ROTHSCHILD INVESTMENT LLC159Jun 30, 26+650.00%
Farther Finance Advisors, LLC151Jun 30, 26-610.00%
TOTH FINANCIAL ADVISORY CORP140Jun 30, 26--0.00%
Atlantic Union Bankshares Corp125Jun 30, 26--0.00%
Pacer Advisors, Inc.123Jun 30, 26-360.00%
Altshuler Shaham Ltd117Jun 30, 26+1170.00%
Salomon & Ludwin, LLC116Jun 30, 26-1850.00%
UMB Bank, n.a.112Jun 30, 26-1260.00%
BESSEMER GROUP INC90Jun 30, 26-530.00%
GAMMA Investing LLC89Jun 30, 26-1630.00%
CULLEN/FROST BANKERS, INC.83Jun 30, 26+160.00%
Parkside Financial Bank & Trust79Jun 30, 26-200.00%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH76Jun 30, 26--0.00%
SJS Investment Consulting Inc.75Jun 30, 26+530.00%
Aster Capital Management (DIFC) Ltd71Jun 30, 26+710.00%
Quarry LP62Jun 30, 26+620.00%
True Wealth Design, LLC57Jun 30, 26+570.00%
Moisand Fitzgerald Tamayo, LLC55Jun 30, 26--0.00%
Optiver Holding B.V.44Jun 30, 26+440.00%
PRIVATE TRUST CO NA40Jun 30, 26--0.00%
Torren Management, LLC37Jun 30, 26--0.00%
JPL Wealth Management, LLC35Jun 30, 26--0.00%
FARMERS & MERCHANTS INVESTMENTS INC28Jun 30, 26--0.00%
Clearstead Advisors, LLC25Jun 30, 26+250.00%
Continuum Advisory, LLC18Jun 30, 26+180.00%
Parallel Advisors, LLC18Jun 30, 26+130.00%
JONES FINANCIAL COMPANIES LLLP16Jun 30, 26--0.00%
Global Retirement Partners, LLC15Jun 30, 26+150.00%
IFP Advisors, Inc9Jun 30, 26-80.00%
JFS WEALTH ADVISORS, LLC8Jun 30, 26+80.00%
Dogwood Wealth Management LLC6Jun 30, 26--0.00%
CoreCap Advisors, LLC5Jun 30, 26--0.00%
Federation des caisses Desjardins du Quebec5Jun 30, 26--0.00%
Transamerica Financial Advisors, Inc.4Jun 30, 26+40.00%
Abound Wealth Management3Jun 30, 26--0.00%
GILPIN WEALTH MANAGEMENT, LLC2Jun 30, 26-10.00%
Ankerstar Wealth, LLC2Jun 30, 26-80.00%
Buck Wealth Strategies, LLC1Jun 30, 26+10.00%
Davis Capital Management1Jun 30, 26+10.00%
Amundi--Jun 30, 26-4.44K--
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO--Jun 30, 26-61--
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/--Jun 30, 26-24--
Larson Financial Group LLC--Jun 30, 26-2--
TWIN PEAKS WEALTH ADVISORS, LLC--Jun 30, 26-72--
NOMURA HOLDINGS INC--Jun 30, 26-23.57K--
NATIXIS--Jun 30, 26-8.30K--
Hughes Financial Services, LLC--Jun 30, 26-1--
Advisory Services Network, LLC--Jun 30, 26-99--
Simcoe Capital Management, LLC--Jun 30, 26-597.73K--
LPL Financial LLC--Jun 30, 26-4.78K--
MAI Capital Management--Jun 30, 26-58--
Moran Wealth Management, LLC--Jun 30, 26-45.49K--
Western Wealth Management, LLC--Jun 30, 26-62--
VICTORY CAPITAL MANAGEMENT INC--Jun 30, 26-20.98K--
CHOREO, LLC--Jun 30, 26-4.34K--
Root Financial Partners, LLC--Jun 30, 26-65--
Basecamp Wealth Advisors LLC--Jun 30, 26-22--
EVOLVE PRIVATE WEALTH, LLC--Jun 30, 26-9.37K--
Sound Income Strategies, LLC--Jun 30, 26-332--
Magnetar Financial LLC--Jun 30, 26-10.56K--
Crescent Grove Advisors, LLC--Jun 30, 26-4.50K--
QUADRANT CAPITAL GROUP LLC--Jun 30, 26-988--
WESTWOOD HOLDINGS GROUP INC--Jun 30, 26-761.16K--
Legacy Wealth Managment, LLC/ID--Jun 30, 26-42--
Campbell & CO Investment Adviser LLC--Jun 30, 26-5.00K--
CAXTON ASSOCIATES LLP--Jun 30, 26-11.83K--
SIMPLEX TRADING, LLC--Jun 30, 26-41--
BALYASNY ASSET MANAGEMENT L.P.--Jun 30, 26-8.18K--
abrdn plc--Jun 30, 26-138.91K--
Gotham Asset Management, LLC--Jun 30, 26-26.10K--
Empowered Funds, LLC--Jun 30, 26-6.70K--
Janus Henderson Group Ltd.12.78KMar 31, 26--0.05%
Skopos Labs, Inc.4.78KMar 31, 26+4.78K0.02%
CWM, LLC3.29KMar 31, 26+2.58K0.01%
Sunbelt Securities, Inc.14Mar 31, 26--0.00%
Anfield Capital Management, LLC--Mar 31, 26-15--
VANGUARD GROUP INC1.83MDec 31, 25-36.45K7.45%
TWO SIGMA ADVISERS, LP39.40KDec 31, 25-73.00K0.16%
COMERICA BANK20.28KDec 31, 25-1.74K0.08%
Quest Partners LLC8.72KDec 31, 25+3.23K0.04%
CIBC Private Wealth Group, LLC337Dec 31, 25-930.00%
GLOBAL VALUE INVESTMENT CORP.106.06KSep 30, 25-5500.43%
Glenmede Investment Management, LP4.41KSep 30, 25+2120.02%
SHELL ASSET MANAGEMENT CO1.64KSep 30, 25-2.59K0.01%
Binnacle Investments Inc11Sep 30, 25--0.00%
Legacy Investment Solutions, LLC10Jun 30, 25+100.00%
Lindbrook Capital, LLC597Mar 31, 25-100.00%
Nuveen Asset Management, LLC150.20KDec 31, 24+6160.61%
Phase 2 Partners, LLC102.59KDec 31, 24+102.59K0.42%
EAGLE ASSET MANAGEMENT INC160.42KSep 30, 24-47.48K0.65%
RAYMOND JAMES & ASSOCIATES5.37KSep 30, 24-2.80K0.02%
BlackRock Inc.4.20MJun 30, 24+145.08K17.08%
BENJAMIN F. EDWARDS & COMPANY, INC.75Jun 30, 24+750.00%
CREDIT SUISSE AG/41.52KMar 31, 24+2.07K0.17%
Grey Street Capital, LLC3.35KMar 31, 24+3.35K0.01%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.11.52KSep 30, 23-3590.05%
ADVISOR PARTNERS II, LLC7.66KSep 30, 23+50.03%
PATHSTONE FAMILY OFFICE, LLC6.00KSep 30, 23+6.00K0.02%
KB FINANCIAL PARTNERS, LLC48Sep 30, 23--0.00%
First Capital Advisors Group, LLC.25Jun 30, 23+250.00%
WIPFLI FINANCIAL ADVISORS LLC,214Sep 30, 22+2140.00%
ADVISOR PARTNERS LLC7.29KJun 30, 22-130.03%
BREWIN DOLPHIN LTD125Jun 30, 22--0.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC223.42KMar 31, 22-49.78K0.91%
Meristem Family Wealth, LLC45.54KMar 31, 22--0.19%
Amalgamated Financial Corp.13.10KMar 31, 22+13.10K0.05%
Aperio Group, LLC10.05KDec 31, 20-1.00K0.04%
Proxima Capital Management, LLC85.00KSep 30, 20--0.35%
McClain Value Management LLC377.88KJun 30, 20-2.67K1.54%
AlphaOne Investment Services, LLC97.78KJun 30, 20--0.40%
Advisor Group, Inc.255Dec 31, 19--0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.241Dec 31, 19+620.00%
Glen Harbor Capital Management LLC10.88KSep 30, 19--0.04%
Meadow Creek Investment Management LLC8.96KSep 30, 19--0.04%
Elkfork Partners LLC7.04KSep 30, 19--0.03%
Tyers Asset Management LLC5.12KSep 30, 19--0.02%
RIVERHEAD CAPITAL MANAGEMENT LLC3.66KSep 30, 19--0.01%
MENTA CAPITAL LLC--Jun 30, 19-13.66K--
Balter Liquid Alternatives, LLC--Jun 30, 19-15.26K--
TEACHERS ADVISORS, LLC72.43KMar 31, 19+1.30K0.29%
TIAA CREF INVESTMENT MANAGEMENT LLC61.93KMar 31, 19--0.25%
OppenheimerFunds, Inc.36.57KMar 31, 19+4.18K0.15%
Jump Trading, LLC10.90KMar 31, 19+10.90K0.04%
SECOR Capital Advisors, LP--Mar 31, 19-14.68K--
DREMAN VALUE MANAGEMENT, L L C2.47KMar 31, 18--0.01%
Delpha Capital Management, LLC--Mar 31, 18-829--
AHL Partners LLP56.45KDec 31, 17+56.45K0.23%
Numeric Investors LLC15.46KDec 31, 17-44.60K0.06%
Airain ltd43.05KJun 30, 17+43.05K0.18%
WFG Advisors, LP3Jun 30, 17--0.00%
BlackRock Fund Advisors1.60MDec 31, 16+1.60M6.50%
BlackRock Institutional Trust Company, N.A.721.35KDec 31, 16+721.15K2.93%
KEELEY ASSET MANAGEMENT CORP109.57KDec 31, 16+109.57K0.45%
BlackRock Group LTD61.54KDec 31, 16+61.54K0.25%
BlackRock Investment Management, LLC47.24KDec 31, 16+47.24K0.19%
Amici Capital, LLC18.75KDec 31, 16+18.75K0.08%
BLACKROCK ADVISORS LLC15.80KDec 31, 16+15.80K0.06%
MSI Financial Services Inc1.90KDec 31, 16+1.90K0.01%
KANALY TRUST CO123Dec 31, 16+1230.00%
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.